Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
STRATEGIC VALUE BANK PARTNERS LLC $0.15B 14 2024-12-31 2025-02-11
GODSHALK WELSH CAPITAL MANAGEMENT, INC. $0.15B 120 2024-12-31 2025-02-11
CLAY NORTHAM WEALTH MANAGEMENT, LLC $0.15B 92 2024-12-31 2025-01-24
NIPUN CAPITAL, L.P. $0.15B 8 2024-12-31 2025-02-10
FEE-ONLY FINANCIAL PLANNING, L.C. $0.15B 40 2024-12-31 2025-02-04
OXFORD WEALTH GROUP, LLC $0.15B 57 2024-12-31 2025-02-14
WEALTH GROUP, LTD. $0.15B 160 2024-12-31 2025-02-06
HARA CAPITAL LLC $0.15B 306 2024-12-31 2025-01-31
TENON FINANCIAL LLC $0.15B 46 2024-12-31 2025-01-28
RENASANT BANK $0.15B 167 2024-12-31 2025-02-10
BAIN CAPITAL PUBLIC EQUITY, LP $0.15B 29 2024-12-31 2025-02-13
COOK & BYNUM CAPITAL MANAGEMENT, LLC $0.15B 7 2024-12-31 2025-02-14
LANTERN WEALTH ADVISORS, LLC $0.15B 134 2024-12-31 2025-02-14
GEN FINANCIAL MANAGEMENT, INC. $0.15B 56 2024-12-31 2025-01-24
FARROW FINANCIAL INC. $0.15B 50 2024-12-31 2025-02-07
FORTHRIGHT FAMILY WEALTH ADVISORY LLC $0.15B 60 2024-12-31 2025-03-03
PULLEN INVESTMENT MANAGEMENT, LLC $0.15B 103 2024-12-31 2025-02-24
KILTER GROUP LLC $0.15B 45 2024-12-31 2025-03-06
AUDENT GLOBAL ASSET MANAGEMENT, LLC $0.15B 50 2024-12-31 2025-03-04
BENCHMARK INVESTMENT ADVISORS LLC $0.15B 86 2024-12-31 2025-02-13
CLARITY ASSET MANAGEMENT, INC. $0.15B 215 2024-12-31 2025-02-13
PANORAMIC INVESTMENT ADVISORS, LLC $0.15B 118 2024-12-31 2025-01-24
HIBERNIA WEALTH PARTNERS, LLC $0.15B 54 2024-12-31 2025-01-29
CORRADO ADVISORS, LLC $0.15B 106 2024-12-31 2025-02-04
LOWERY THOMAS, LLC $0.15B 56 2024-12-31 2025-02-07
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